Battelle Memorial Institute Medical Plan For Bmi Retirees — Form 5500 plan (Battelle Memorial Institute)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Battelle Memorial Institute Medical Plan For Bmi Retirees is a benefit plan reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 539. The latest loaded filing year is 2023. The filing reports 276 participants and $2,208,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Battelle Memorial Institute
- EIN
- 31-4379427
- Plan number
- 539
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $2,208,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20250715123658NAL0004642258002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,208,232
- Net assets (EOY)
- $2,208,232
- Net assets (BOY)
- $2,217,848
Income & contributions
- Employer contributions
- $4,986,533
- Participant contributions
- $2,362,717
- Total contributions
- $7,349,250
- Total income / additions
- $7,869,264
Expenses & distributions
- Benefits paid
- $7,554,355
- Administrative expenses
- $324,525
- Total expenses
- $7,878,880
- Net increase / (decrease)
- -$9,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Community Insurance Dba Anthem | NONE | $112,160 | $0 | 2023 |
| Extend Health Inc | NONE | $66,549 | not reported in the loaded dataset | 2023 |
| Ameriben | NONE | $53,518 | not reported in the loaded dataset | 2023 |
| Meaden & Moore | NONE | $40,673 | not reported in the loaded dataset | 2023 |
| Quantum Health Inc | NONE | $35,689 | not reported in the loaded dataset | 2023 |
| Battelle Memorial Institute | PLAN SPONSOR | $10,441 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $7,787 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Battelle Memorial Institute
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Community Insurance Dba Anthem — Schedule C compensation
- Extend Health Inc — Schedule C compensation
- Ameriben — Schedule C compensation
- Meaden & Moore — Schedule C compensation
- Quantum Health Inc — Schedule C compensation
- Battelle Memorial Institute — Schedule C compensation
- Mercer — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation